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If $1 million landed in the laps of your clients today, nearly 40 percent of them say they would use it to buy land, according to a survey by Mirador Wealth. But the survey gave respondents only five options...
Resistance is futile.
Advisors have moved past the denial stage, and are realizing the dominance of digital advice. Nine in 10 RIAs believe robo advisors will become more prevalent in financial services over the next two years, according t...
Be careful.
It’s Tax Relief Week at Morningstar.com, and the fund research group is running a series of in-depth articles on savvy tax-saving strategies for investors—and a good reminder for advisors as well. The lineup recently included Mornings...
Cash and carry. | Purestock/Thinkstock
Some ETFs deliver more than the return of their underlying index, even after fees are taken into account, writes Tom Lydon of ETFTrends.com. Where does the extra cash come from? ETFs can lend out as much ...
Nothing can stop them now. | Di Okeefe/Hemera/Thinkstock
Markets may be on a downward slide, but it’s not enough to force baby boomers to postpone their retirement plans. January was the worst on record for U.S. stocks since 2009 and Febru...
He always puts on a good show. | Copyright Bill Pugliano, Getty Images.
The largest shareholder gathering in the United States will reach a global audience this year as Berkshire Hathaway plans to webcast its annual meeting for the first t...
An early investor. | Copyright Ron Wurzer, Getty Images
With the marijuana industry expected to grow to $6.7 billion by the end of this year and the growing popularity of equity crowdfunding, it's now easier than ever to get your hands, or...
They come in all shapes and sizes.
Mattel recently revealed a whole new line of its popular Barbie dolls, with "real life" body types - tall, petite and curvy. And while there are flaws in limiting the body types to three, as well as intro...
The next generation? | Comstock Images/Stockbyte/Thinkstock
Financial advisors should fear not just the current iteration of robo advisors, but also what they could become, writes Russ Alan Prince for Forbes. He said that while robo adviso...
According to new data released Thursday by Broadridge’s Fund Distribution Intelligence, ETF assets increased $124 billion in 2015, hitting an all-time high of $2.2 trillion. Comparatively, long-term mutual fund assets decreased by $161 billio...
